Robert Clary
Robert Clary is a registered investment advisor at Clary Financial, INC, based in So. Easton, MA, with 48 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 439 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is non-negotiable.
Fee Estimator
Location
43 Belmont St., So. Easton, MA, 02375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in insurance planning (life, disability, and health) and owns an RIA business, Fidelity Wealth Management Division. He also serves as a director at North Easton Savings Bank, dedicating minimal time for board meetings.
Employment History
Current Registrations
Clary Financial, INC
Previous Registrations
Clary Investment and Insurance Planning CORP.Broker
Delta Equity Services CorporationBroker
First Alliance Financial Services, INC.Broker
Chubb Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.